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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 366 M | +USD 3.7 M | +1% | 2.57% | 83.4% | 257 | 16.34% | 1.4 |
|
| 2177 |
SC
2177
Salzman & Co
Pittsford,
New York
| USD 366 M | -USD 68.7 M | -16% | 1.85% | 15.7% | 13 | 0% | 0.7 |
|
| 2178 |
BCM
2178
Brenham Capital Management
Dallas,
Texas
| USD 365 M | +USD 152 M | +71% | 2.8% | 234% | 13 | 38.46% | 0.3 |
|
| 2179 |
2179
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 365 M | +USD 56.2 M | +18% | 0.42% | 54.4% | 87 | 49.43% | 0.7 |
|
| 2180 |
2180
Vantage Investment Partners
Kansas City,
Missouri
| USD 365 M | +USD 136 M | +60% | 4.1% | 66.8% | 62 | 30.65% | 1.3 |
|
| 2181 |
2181
Tensile Capital Management
Larkspur,
California
| USD 364 M | -USD 16.6 M | -4% | 1.93% | 47.7% | 19 | 21.05% | 1 |
|
| 2182 |
2182
Sagard Capital Partners Management
New York
| USD 364 M | -USD 41 M | -10% | 4.7% | 37.4% | 8 | 0% | 1.4 |
|
| 2183 |
2183
Avoro Capital Advisors
New York
| USD 363 M | +USD 103 M | +39% | 29.3% | 512% | 43 | 53.49% | 0.3 |
|
| 2184 |
WA
2184
WFG Advisors
Dallas,
Texas
| USD 363 M | +USD 4.54 M | +1% | 1.96% | 21.3% | 1,934 | 16.6% | 1.6 |
|
| 2185 |
NC
2185
Nokomis Capital
Dallas,
Texas
| USD 363 M | +USD 25.1 M | +7% | 0.3% | 145% | 46 | 34.78% | 1 |
|
| 2186 |
2186
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 362 M | -USD 18.1 M | -5% | 0.11% | 52.1% | 169 | 11.83% | 1.6 |
|
| 2187 |
2187
Phillips Financial Management
Fort Wayne,
Indiana
| USD 362 M | -USD 3.44 M | -0.9% | 1.85% | 45.6% | 64 | 1.56% | 1.8 |
|
| 2188 |
QCM
2188
QFR Capital Management
New York
| USD 362 M | +USD 309 M | +586% | 3.4% | – | 15 | 100% | 0 |
|
| 2189 |
2189
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 361 M | -USD 12 M | -3% | 0.79% | 85.2% | 79 | 3.8% | 1.7 |
|
| 2190 |
2190
Foundation Asset Management
White Plains,
New York
| USD 360 M | -USD 30.5 M | -8% | 2.03% | 126% | 23 | 34.78% | 1 |
|
| 2191 |
WRM
2191
Westport Resources Management
Westport,
Connecticut
| USD 360 M | -USD 5.96 M | -2% | 0.58% | 30.5% | 1,050 | 17.24% | 1.6 |
|
| 2192 |
2192
Itau USA Asset Management
New York
| USD 360 M | +USD 10.1 M | +3% | 0.01% | 15.8% | 35 | 17.14% | 1.2 |
|
| 2193 |
TCOTO
2193
Trust Company of the Ozarks
Springfield,
Missouri
| USD 360 M | -USD 19.9 M | -5% | 2.56% | – | 178 | 5.62% | 1.7 |
|
| 2194 |
2194
Standard General
New York
| USD 360 M | -USD 9.7 M | -3% | 1.3% | 259% | 9 | 22.22% | 0.8 |
|
| 2195 |
2195
William Harris Investors
Chicago,
Illinois
| USD 359 M | -USD 21.9 M | -6% | 0.31% | 3.28% | 95 | 13.68% | 1.4 |
|
| 2196 |
2196
FormulaFolio Investments
Grand Rapids,
Michigan
| USD 358 M | +USD 34.5 M | +11% | 1.05% | 41.4% | 136 | 52.94% | 0.2 |
|
| 2197 |
AAM
2197
Autus Asset Management
Scottsdale,
Arizona
| USD 358 M | -USD 2.45 M | -0.7% | 0.57% | 26.3% | 140 | 7.14% | 1.6 |
|
| 2198 |
2198
ACK Asset Management
Greenwich,
Connecticut
| USD 358 M | +USD 41.1 M | +13% | 3.43% | 132% | 46 | 54.35% | 0.6 |
|
| 2199 |
TI
2199
Tyrian Investments
New York
| USD 357 M | -USD 131 M | -27% | 1.07% | 33.7% | 33 | 60.61% | 0.5 |
|
| 2200 |
2200
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 357 M | +USD 9.8 M | +3% | 0.64% | 26.3% | 176 | 5.11% | 1.7 |
|